Theresa M. O’Brien
Marquette Trust & Investment Services
115 S. Lakeshore Blvd, Ste D
Marquette, MI 49855
“I ensure that every aspect of your relationship is run smoothly and efficiently with your best interest in mind.”
Theresa is responsible for working directly with clients to open new accounts, process distributions, and provide correspondence, as well as service the ongoing client relationship.
Her years of experience and dedication to the Marquette area complement our mission of providing unmatched expertise within the region. Her wealth of knowledge allow Marquette Trust & Investment Services to be a community resource for retirement planning, investing, estate planning, and investment advice
Theresa has over 23 years of financial services experience with MFC First National Bank which later became Wells Fargo. Through her work in the Trust Department she received many distinguished service awards.
- Cannon Financial Institute Personal Trust Fundamentals
- Trust Assistant Certificate Program through PCS University
- Attended Northern Michigan University